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BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
American Funds American Balanced F1
Price$33.46
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
MFS Total Return R2
Price$19.06
Change-$0.39 (-2.01%)
VolumeN/A
Net Assets7.75B
BALFX vs MTRRX Comparison Chart
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BALFX vs. MTRRX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Hold and MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 235B vs. MTRRX (7.75B). MTRRX pays higher dividends than BALFX: MTRRX (2.05) vs BALFX (1.95). BALFX was incepted earlier than MTRRX: BALFX (24 years) vs MTRRX (21 years). MTRRX (0.97) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. MTRRX (53.00). MTRRX has a lower initial minimum investment than BALFX: MTRRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 1.33 vs. MTRRX (0.59). BALFX return over 5 years is better than : 45.99 vs. MTRRX (26.45).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | 0.62 | 0.97 | 64% |
| Annual Report Gross Expense Ratio | 0.62 | 0.97 | 64% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | -2.155 | 2.919 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 7.75B | 3,033% |
| Annual Yield % from dividends | 1.95 | 2.05 | 95% |
| Returns for 1 year | 1.33 | 0.59 | 225% |
| Returns for 3 years | 9.14 | 0.50 | 1,813% |
| Returns for 5 years | 45.99 | 26.45 | 174% |
| Returns for 10 years | 47.77 | 26.18 | 182% |